See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,119 | $109,881-3.4% | $150,045-29.3% | $84,808+25.1% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 13.29% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $7,439 | $3,561+108.9% | $4,693+58.5% | $2,631+182.8% |
| Participant deferral / active EE | $13,291 | $6,636+100.3% | $7,997+66.2% | $4,212+215.6% |
| Admin fee / account holder | $18,054 | $8,568+110.7% | $13,435+34.4% | $7,344+145.8% |